As a fee-only financial planner, my focus is to offer unbiased financial advice and sound investment management to help you achieve your life goals.
- Martin Hopkins, CFP®

Bringing peace of mind and a defined financial future to young professionals, those heading to retirement and engaged retirees. We help you preserve wealth and use great opportunities to grow it.

Martin Hopkins is a fee-only financial planner. He is based in Annapolis, MD but has clients across the country. Hopkins Investment Management provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through all of life’s seasons and transitions. As a fee-only, fiduciary, and independent financial advisor, Martin Hopkins is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

With 30 years of experience in the field of personal finance, including 17 years at the financial law firm he founded in his native South Africa, Hopkins Investment Management LLC President Martin Hopkins believes in the power of goals. He’s worked hard to achieve them for himself, and his ability to succeed has been tied to his clients’ successes.

A Certified Financial Planner® as well as an attorney, Martin earned his LLB and a bachelor of commerce degree from the prestigious University of Natal in Pietermartizburg, South Africa. He and his wife, Lyn and their sons, came to the U.S. in 1996. In 2006, Martin and Lyn planted their roots even deeper when they became U.S. citizens.

Martin has supported clients as they navigate various seasons in their lives. He has many clients who have experienced a transition such as retirement, loss of a spouse through death or divorce or dealing with unexpected income.

He has enjoyed boating, exploring the inland waters of the East Coast, and is also actively involved with Church of the Nations.

Martin is a well-known and respected member of the investment community and has served on the board of the Northeast Division of the National Association of Personal Financial Advisors (NAPFA).

Martin Hopkins is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

To be the beacon for independent, objective financial advice for individuals and families.

To be the champion of financial services delivered in the public interest.

To be the standard bearer for the emerging profession of financial planning

Headquartered in Annapolis, Maryland, Hopkins Investment Management has been serving individuals and families across the US since 2001. Dedicated and attentive to our clients’ individual needs and dreams, we’re a firm that takes to heart our unwavering commitment to excellence by offering objective, personalized investment management and financial planning services.

Founder and President Martin Hopkins works with each client individually, seeking to optimize returns while emphasizing risk control that’s tailored to each person’s level of comfort. Our clients are diverse, ranging in age from retirees looking for stable income to younger professionals who realize it’s time to get serious about planning and investment strategies.

While each Hopkins client is different, they come - and stay with us - for many of the same reasons. They know that our fee-only structure is unbiased, thus they are assured we will act in their best interests. That means that they get a financial partner who is working for them, looking out for them, and reacting appropriately to market conditions.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

Comprehensive Financial Planning

Retirement Income Planning

Investment Management

College Education Planning

Tax Planning

Ideal Clients

Retirees and Near Retirees

Growing Families

Business Owners and Executives

Sudden Money Situations

Novice Investors

Working Together

In-Office Meetings

Virtual Meetings

Clearly Defined Fees

No Product Sales

Complimentary Initial Consultation

Professional Designations & Affiliations

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

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